Filed July 23, 2026
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $79,386 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS, LLC Service code 16 · EIN 34-1542819 | Consulting | $24,576 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,434 | $41,617-29.3% | $84,611-65.2% | $77,787-62.2% |
| Participation rate | 8.8% | 45.0%-36.2pp | 68.2%-59.4pp | 73.2%-64.4pp |
| Annual return | 22.15% | 24.97%-2.8pp | 258.74%-236.6pp | 32.57%-10.4pp |
| Employer contribution / active EE | $50 | $1,061-95.3% | $2,652-98.1% | $2,504-98.0% |
| Participant deferral / active EE | $763 | $2,129-64.1% | $3,899-80.4% | $3,967-80.8% |
| Admin fee / account holder | $218 | $121+80.1% | $4,912-95.6% | $100+117.8% |